Unclaimed
Robert Michael Rynes is a financial advisor registered with LPL Financial LLC and has been in the industry since 2015. Robert holds Series 7 and 66 licenses and the SIE designation. Robert is registered in multiple states including Arizona, Florida, Illinois, Iowa, Minnesota, Ohio, Tennessee, Texas, Virginia, and Wisconsin. Robert is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Robert works with a variety of clients including individuals, high net worth individuals, corporations, businesses, and charitable organizations. Robert specializes in financial planning, portfolio management, pension consulting, and educational seminars. Robert can be found at 166 SOUTH LEXINGTON STREET in Spring Green, Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
11/02/2015 - Present
LPL Financial LLC (SPRING GREEN WI)
BOTH
Issued 10/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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